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Caldwell Partners International (Caldwell Partners International) ROE %

: -11.19% (As of Feb. 2024)
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ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Caldwell Partners International's annualized net income for the quarter that ended in Feb. 2024 was $-2.56 Mil. Caldwell Partners International's average Total Stockholders Equity over the quarter that ended in Feb. 2024 was $22.92 Mil. Therefore, Caldwell Partners International's annualized ROE % for the quarter that ended in Feb. 2024 was -11.19%.

The historical rank and industry rank for Caldwell Partners International's ROE % or its related term are showing as below:

CWLPF' s ROE % Range Over the Past 10 Years
Min: 2.34   Med: 15.03   Max: 26.89
Current: 14.46

During the past 13 years, Caldwell Partners International's highest ROE % was 26.89%. The lowest was 2.34%. And the median was 15.03%.

CWLPF's ROE % is ranked better than
69.61% of 1043 companies
in the Business Services industry
Industry Median: 8.66 vs CWLPF: 14.46

Caldwell Partners International ROE % Historical Data

The historical data trend for Caldwell Partners International's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Caldwell Partners International Annual Data
Trend Aug14 Aug15 Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23
ROE %
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.32 18.63 21.67 26.61 -

Caldwell Partners International Quarterly Data
May19 Aug19 Nov19 Feb20 May20 Aug20 Nov20 Feb21 May21 Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24
ROE % Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -30.01 19.09 - 50.56 -11.19

Competitive Comparison

For the Staffing & Employment Services subindustry, Caldwell Partners International's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Caldwell Partners International ROE % Distribution

For the Business Services industry and Industrials sector, Caldwell Partners International's ROE % distribution charts can be found below:

* The bar in red indicates where Caldwell Partners International's ROE % falls into.



Caldwell Partners International ROE % Calculation

Caldwell Partners International's annualized ROE % for the fiscal year that ended in Aug. 2023 is calculated as

ROE %=Net Income (A: Aug. 2023 )/( (Total Stockholders Equity (A: Aug. 2022 )+Total Stockholders Equity (A: Aug. 2023 ))/ count )
=0/( (27.146+20.57)/ 2 )
=0/23.858
=0.00 %

Caldwell Partners International's annualized ROE % for the quarter that ended in Feb. 2024 is calculated as

ROE %=Net Income (Q: Feb. 2024 )/( (Total Stockholders Equity (Q: Nov. 2023 )+Total Stockholders Equity (Q: Feb. 2024 ))/ count )
=-2.564/( (23.036+22.8)/ 2 )
=-2.564/22.918
=-11.19 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Feb. 2024) net income data. ROE % is displayed in the 30-year financial page.


Caldwell Partners International  (OTCPK:CWLPF) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Feb. 2024 )
=Net Income/Total Stockholders Equity
=-2.564/22.918
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-2.564 / 52.936)*(52.936 / 44.853)*(44.853 / 22.918)
=Net Margin %*Asset Turnover*Equity Multiplier
=-4.84 %*1.1802*1.9571
=ROA %*Equity Multiplier
=-5.71 %*1.9571
=-11.19 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Feb. 2024 )
=Net Income/Total Stockholders Equity
=-2.564/22.918
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-2.564 / -3.676) * (-3.676 / -3.428) * (-3.428 / 52.936) * (52.936 / 44.853) * (44.853 / 22.918)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.6975 * 1.0723 * -6.48 % * 1.1802 * 1.9571
=-11.19 %

Note: The net income data used here is four times the quarterly (Feb. 2024) net income data. The Revenue data used here is four times the quarterly (Feb. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Caldwell Partners International ROE % Related Terms

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Caldwell Partners International (Caldwell Partners International) Business Description

Traded in Other Exchanges
Address
79 Wellington Street West, Suite 2410, TD South Tower, Toronto, ON, CAN, M5K 1E7
Caldwell Partners International Inc is a provider of executive search that specializes in the recruitment of executives for full-time and advisory roles. The company contracts with its clients, on an assignment basis providing advice on the identification, evaluation, assessment, and recommendation of qualified candidates for filling of senior executive positions. It recruits employees for various positions that include Board Services, Human Resources, Information Security, Legal, Marketing, Industrial, Insurance, Healthcare, Media, Real Estate, Technology etc. The Company operates through two segments; Caldwell and IQTalent, out of which majority revenue is generated from Caldwell segment. The company's operations are spread across Canada, the United States, Asia pacific and Europe.

Caldwell Partners International (Caldwell Partners International) Headlines